Tax managers Erin Carlson and Kristi Norg attended the Hawaii Tax Institute, one of the nation’s premier tax and wealth transfer conferences, in November 2019. Among the major takeaways:
- The importance of using the current high lifetime exemption amounts for gifting and utilizing methods of gifting which alleviate common donor concerns
- Updates on current audit issues regarding proper appraisals, disclosures and return preparation
- The impact of potential law changes on estate planning and estate tax returns
Erin and Kristi, part of LLME’s strong estate and trust team, are LLME’s first attendees at the Hawaii Tax Institute; their attendance illustrates the firm’s commitment to continuing education and an ongoing effort to enhance the firm’s estate and trust capabilities.